Essentials · Reporting

PivotTable Fundamentals

5 lessons and 70 marked steps, with a workbook to open in Excel alongside. Your first two lessons on LogicExcel are free with a free account; after that every lesson opens with the All-Access Pass.

1. 1. Source data rulesAll-Access Pass

   Diagnose a report-shaped export, select the governed transaction table and prove that its headers, rows and data types can support a refreshable PivotTable.

   14 marked steps

2. 2. Rows and valuesAll-Access Pass

   Build the first PivotTable from tblSales, use Branch as the row dimension and prove the difference between summing sales value and counting transaction records.

   14 marked steps

3. 3. Columns and filtersAll-Access Pass

   Add a second reporting dimension across columns, apply a report filter deliberately and distinguish a filtered view from a changed source population.

   14 marked steps

4. 4. Refreshing and changing the sourceAll-Access Pass

   Separate source expansion from PivotTable refresh, observe a stale report deliberately and restore a clean reconciliation after records are added, edited and removed.

   14 marked steps

5. 5. Value formats and report layoutAll-Access Pass

   Apply number formats through value-field settings, choose a stable report layout and leave the PivotTable readable after refresh rather than formatting one visible cell at a time.

   14 marked steps

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